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Valuation Services

The demand for business valuation services has increased tremendously in recent years, especially from owners of family businesses concerned with estate and gift tax issues and succession planning, individuals who need guidance on buying or selling a business, or parties in divorce settlements.

Numbers, facts, figures, balance sheets and statements simply are not adequate alone to accurately measure the true fair market value of an asset. Accredited members of the National Association of Certified Valuation Analysts (NACVA) are the most qualified professionals available to assist you with your valuation needs.

But what are those situations?

You want to buy or sell a business. If you own a business, you may need to establish a reasonable estimate of what you can expect to receive.

You are divorcing. A valuation helps determine the distribution of assets between spouses. Well-founded valuations that will withstand legal challenges are key.

You use gifts as a tax strategy in your estate plan. An objective valuation that adheres to IRS regulations can help your gifts withstand IRS scrutiny.

You are liquidating your business. A valuation is necessary to determine creditor settlements and the availability of assets for distribution.

You are setting up a buy-sell agreement. Contractually determining what happens to company stock after a triggering event can help you avoid stockholder disputes and solve estate planning problems.

You are seeking business financing. An independent valuation can provide objective evidence of the value of your business and assets to help you obtain financing from lenders and investors.

You are doing strategic planning. A business valuation can provide a foundation to help you develop realistic strategic planning objectives.

You require a fairness opinion. A fairness opinion usually addresses whether a proposed transaction is fair to shareholders or a group of noncontrolling shareholders form a financial point of view.

In what other situations is a valuation necessary?

  • Estate and gift taxes
  • Adequacy of life insurance
  • Lease v. buy
  • Reorganization or liquidation
  • Mediation and arbitration
  • Sale of a business
  • Succession planning
  • Franchise valuation or evaluation
  • Financing
  • Charitable contributions
  • Bankruptcy and foreclosures
  • Allocation of acquisition price
  • Buy-sell agreements
  • Eminent domain
  • Employee Stock Ownership Plans (ESOPs)
  • Fairness opinions
  • Gifting programs
  • Incentive Stock Option Programs
  • Initial Public Offerings (IPOs)
  • Mergers and acquisitions
  • Split-ups/Spin-offs

Our CPAs who are accredited as Certified Valuation Analysts (CVA) can provide full and comprehensive renderings of value, consultations regarding an assessment of value, or a quick and economical preliminary estimate of value, as applicable. They can select the most appropriate methodology, supported by various types of analysis and implementing many different approaches, to deliver a comprehensive analysis and valuation.

Using the services of a CVA allows time to devote to the legal aspects of an engagement. Additionally, as a consultant, as opposed to an expert witness, a CVA is free to act as an advocate for you and your client.


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